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Sponsor portfolio

CLEARWATER SECURITY & COMPLIANCE LLC

EIN 27-2802336-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$1.9M premiums
Participants
410
40 BURTON HILLS BLVD, SUITE 200 - NASHVILLE, TN 37215615-800-7988
Plans on this EIN
2 filings
#001401k-$13.2M - 269 part#501Fully Insured-$1.9M - 347 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Life$90K
  • Other$66K
  • Short-term disability$33K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLEARWATER 401(K) PLAN

401k

Assets$13.2M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEARWATER SECURITY & COMPLIANCE LLC

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.9M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEARWATER 401(K) PLAN401k$13.2M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEARWATER SECURITY & COMPLIANCE LLCFully InsuredAETNA LIFE INSURANCE CO.$1.9M3472024
Retirement plans
Welfare plans
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